Charging Equipment Usage to Jobs

Complete the following steps to charge equipment usage to a selected job.

  1. On the Site Map screen, click System Administration > Installation > Equipment > Control – G/L Codes.

  2. At the Job revenue credit G/L account code field, designate which G/L account to credit for equipment usage on a job.

  3. At the Rental revenue credit G/L account code field, designate the G/L account to credit with third party equipment rental, and then click OK.

  4. On the Site Map screen, click Equipment Control > Maintenance > Equipment.

  5. At the Equipment code field, enter the equipment code for the equipment you will be charging. If you do not know the equipment code, press F4 or double-click on this field to select from a list of available equipment codes.

  6. In the Rates section, enter the job and rental rates to be charged to jobs and third parties respectively, and then click OK.
    Note: You have the option of setting up special job usage rates to override the job rates specified in Equipment File Maintenance in the Job/Equipment Rate File Maintenance screen. Billing rates set up in either place will default during time card entry.
  7. On the Site Map screen, click Payroll > Maintenance > Department Expense and designate the G/L account to debit for equipment usage in the Equipmentusage field. Designating which G/L Account to Debit for Equipment Usage

  8. On the Site Map screen, click Payroll > Data Entry > Payment Processing > Time Card Entry.

  9. For each employee with equipment usage charges, be sure to enter one of the following equipment codes at the Pt field when entering equipment usage charges:

  10. ER (Equipment regular)

  11. EO (Equipment overtime)

  12. ED (Equipment double-time)

  13. EU (Equipment usage)

    Note: Pay types ER, EO and ED allow you to enter time for an employee doing work while simultaneously charging a specific piece of equipment to a job. This will pay the employee while charging the job at the billing rate designated for that piece of equipment in Equipment File Maintenance. Pay type EU allows you to enter time the employee spent running the specific piece of equipment only. It does not allow you to simultaneously pay the employee and charge a piece of equipment to a job. When a transaction for pay type ER, EO, ED, or EU is added, the software will evaluate whether the equipment code assigned to the time card entry has any active attachments. If so, additional EU time cards will be generated automatically or the Attached Equipment window will display (based on the Automatically add transactions for attached equipment setting in the Equipment Control Installation - Properties screen).
  14. Complete this screen and click Save. When Payroll updates, the ER, EP, EO, and EU entries will post a debit to Direct Job Equipment Cost Usage and a credit to the Equipment Revenue file.